WPC icon

W.P. Carey
WPC

Overview Fund Activity

422 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 43 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
176
Reduced
112
Closed
43
Calls
$8.23M
Puts
$7.63M
Net Calls
+$609K
Net Calls Change
-$4.1M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$14.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$13.9M
3
MSL
3
Mackay Shields LLC
New York
$6.29M
4
CEP
4
Chicago Equity Partners
Illinois
$6.88M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$999M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$103M
3
American Century Companies
3
American Century Companies
Missouri
$31.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$59M
5
Goldman Sachs
5
Goldman Sachs
New York
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
OCG
451
Opus Capital Group
Ohio
– – -2,920 Closed
ACM
452
AlphaStar Capital Management
North Carolina
– – -2,909 Closed
Walleye Trading
453
Walleye Trading
New York
– – -1,274 Closed
LC
454
Landaas & Company
Wisconsin
– – -1,211 Closed
AIP
455
Ameritas Investment Partners
Nebraska
– – -875 Closed
EWM
456
Evercore Wealth Management
New York
– – -800 Closed
TCM
457
Tradewinds Capital Management
Washington
– – -700 Closed
SAM
458
Solaris Asset Management
New York
– – -570 Closed
KF
459
Krilogy Financial
Missouri
– – -390 Closed
BWM
460
Baystate Wealth Management
Massachusetts
– – -356 Closed
CG
461
Cutler Group
California
– – -347 Closed
FFG
462
Ford Financial Group
California
– – -232 Closed
TG
463
TLP Group
Illinois
– – -219 Closed
WCM
464
Whitener Capital Management
North Carolina
– – -175 Closed
NSIM
465
North Star Investment Management
Illinois
– – -73 Closed
WIM
466
Westside Investment Management
California
– – -60 Closed
DOA
467
D'Orazio & Associates
Virginia
– – -50 Closed
HI
468
Hudock Inc
Pennsylvania
– – -38 Closed
LIA
469
LS Investment Advisors
Michigan
– – -38 Closed
AssetMark Inc
470
AssetMark Inc
California
– – -8 Closed
AIM
471
Arcadia Investment Management
Michigan
– – – –
Twin Tree Management
472
Twin Tree Management
Texas
– – – –
LA
473
LVW Advisors
New York
– – – –
PG
474
PEAK6 Group
Illinois
– – – –
VNA
475
Valley National Advisers
Pennsylvania
– – – –
16 17 18
19
20